A complete list of active advisors currently associated with Franklin Street Advisors INC.
Warmer can help you find a great advisor at Franklin Street Advisors INC. or one who fits your needs even better.
Franklin Street Advisors, Inc. provides discretionary, customized investment management to high‑net‑worth individuals and a range of institutional clients, including pension plans, trusts, pooled investment vehicles, and governmental entities. The firm offers separately managed accounts with dedicated in‑house equity and taxable and tax‑exempt fixed income management, as well as a Fund Advisory Program that implements strategic asset allocations using mutual funds and ETFs. Investment decisions are guided by a quarterly Investment Policy Committee and a team‑based manager research process that blends strategic and tactical asset allocation across Growth, Moderate, and Conservative models, plus tailored mandates such as Strategic Growth, Equity Income, and unconstrained fixed income. FSA generally manages client portfolios on a discretionary basis, encourages written investment policy statements, and combines open architecture access to third‑party managers with its internal portfolio teams. FSA is an indirect, wholly owned subsidiary of Fifth Third Bank and discloses affiliations with a state‑chartered trust company (Franklin Street Trust Company), broker‑dealer affiliates and Comerica Securities, reflecting uncommon banking, trust and municipal‑advisor linkages for a multi‑team advisory firm. The firm also acts as adviser and sponsor to private pooled vehicles (the Franklin Street Partners Manager of Managers LLC series) and notes that those vehicles are maintained with qualified custodians and audited by independent auditors subject to PCAOB inspection; the brochure emphasizes investment management and related consulting and trust services rather than standalone financial planning.
To learn more about the advisors currently working at Franklin Street Advisors INC., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Franklin Street Advisors INC.'s office locations.
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